Target Rock Wealth Management, LLC
● SEC registered since 2024CRD 312279SEC# 801-130008New York, NY
Reg. AUM
$94M
Employees
4
Accounts
89
Location
New York, NY
Target Rock Wealth Management, LLC assets under management
Target Rock Wealth Management, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2024. It reports $94 million in regulatory assets under management and employs 4 people.
Target Rock Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina A De Marval | Wealth Advisor | Under 5% | 2025 |
| Matthew P McKee Control | Principal & Cco | Over 75% | 2020 |
Frequently asked questions
How much does Target Rock Wealth Management, LLC manage?
Target Rock Wealth Management, LLC reports $94 million in regulatory assets under management on its Form ADV.
How many employees does Target Rock Wealth Management, LLC have?
Target Rock Wealth Management, LLC reports 4 employees.
Where is Target Rock Wealth Management, LLC located?
Target Rock Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2024.
Does Target Rock Wealth Management, LLC disclose fund performance?
Target Rock Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 445 Park Avenue, Floor 9, New York, NY 10022 |
| Phone | 914-580-4530 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$94M▲ 55%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$94Mregulatory AUM
Discretionary $94M